The Art of Doing Nothing

By Financial Advisor Katie Bensel | May 27th, 2022

Many of us can relate to the fact that it is human nature to desire instant gratification. There is a thrill to making money quickly.

Planning for College

By Financial Advisor Katie Bensel

The key to saving for any financial goal is to start early. This includes saving for college.

Potential Tax Benefits of a 529

By Financial Advisor Katie Bensel

Funding and utilizing a 529 college savings plan may result a few different tax benefits.

Can I use my 529 College Savings Plan for Off-Campus Housing?

By Financial Advisor Katie Bensel

Off-campus student housing may be considered a qualified educational expense for 529 College Savings Plans if the amount utilized remains equal to or below the college’s room and board estimate for that academic year.

Female Financial Advisors

By Financial Advisor Katie Bensel

Women in the United States control more than $10 trillion of total U.S. household assets¹, yet less than 20% of the industry's financial advisors identify as women².

Avoiding Action Bias Investment Mistakes Through Patience and Planning

By Financial Advisor Katie Bensel

We would like to believe that economic decision making is based solely on rational thinking. However, it has been found that up to 70% of economic decision making is emotional and only 30% is rational.¹

What is a 529 College Savings Plan

By Financial Advisor Katie Bensel

529 College Savings Plans are savings vehicles designed to allow individuals/families to save for qualified higher education expenses in a tax-advantaged manner.

What are my Options for Funding a 529 College Savings Plan?

By Financial Advisor Katie Bensel | May 26, 2021

Prospective clients often come in with engrained ideas related to their finances that are not universally true.

Self-Employment Retirement Plan Options

By Financial Advisor Katie Bensel | June 24, 2021

Self-employed individuals are in a unique position when saving for retirement. Instead of being limited to the retirement plan options offered by their employers, self-employed individuals take that decision into their own hands.